Wealth Management Operations Intern bei Redwoodcu

Redwood Credit Union is seeking a Wealth Management Operations Intern in their Junior or Senior year in college. This position supports the Wealth Management team through project-based work. Key projects include building an internal resource page to centralize sales-practice tools and materials and streamlining our electronic wealth data by implementing a clear, intuitive folder structure. This internship provides hands-on exposure to the skills, systems, and knowledge used by successful financial advisors.

 

• This position is for a full-time, seasonal internship – 40 hours per week.
• This internship will begin on, June 8, 2026, and end on August 14, 2026 (end date can be modified based on fall college schedule).
• Ability to provide a recent transcript will be required during the interview process.
• This position is not eligible for benefits other than what’s required by law.

• Business Administration/Management
• Finance
• Economics

Foster positive relationships with other Redwood Credit Union team members.

Maintain a high degree of accuracy and accountability in providing support to the Wealth Management Department.

Ensure all required account documents are acquired, updated, and scanned to Members’ Investment account.

Appropriately plan and organize daily work and projects, anticipating workload and foreseeing obstacles.

Maintain confidentiality of correspondence, documents, discussions, meetings, and telephone calls.

Follow up on outstanding requests to ensure timely processing of investment requests.

Perform duties specific to reporting/marketing/operations as assigned.

Ability to stand, bend, stoop, sit, walk, twist, and turn.

Ability to lift up to 15 pounds.

Ability to use a computer keyboard and calculator.

Work environment is indoors; majority of the time is spent sitting at a desk.